The Instruments

BH Wealth offers a symphony of individual and Business Insurance solutions.

Wealth Transfer Planning

Policy Evaluation Program

Let our experts review your insurance policies.

  • Trust funding with life insurance
  • Generation skipping and dynasty trusts
  • Long term care (LTC) riders on trust-owned policies
  • Planning for international clients, including foreign nationals
  • Special needs and discretionary trusts
  • Spousal lifetime access trusts (SLATs)
  • Use of grantor retained annuity trusts (GRATs) and sales to grantor trusts

Business Planning

Business Succession Review

Let our experts review your business succession insurance policies. 

  • Entity, cross purchase trustee or insurance LLC
  • Business valuations (provided by outside organizations)
  • Corporate split dollar
  • Executive bonus arrangements, with or without LC coverage
  • Insurance in qualified retirement plans
  • Key person insurance
  • Non-qualified deferred compensation
Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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End Your War With Money.

Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.

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